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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-05 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc | Madison | WI | 08/2009 | 12/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2017 | Present |
| Simplicity Investments | Summit | NJ | 01/2026 | Present |
1.) Independent Insurance Agent - 7/1/2005 - 828 John Nolen Drive, Madison, Wisconsin 53713 - Agent, Sale and Service fixed insurance business, Not Invt Rel, Fixed Insurance Sales, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) M3 FINANCIAL - 7/1/2005 - 828 John Nolen Drive, Madison, Wisconsin 53713 - Managing Director, Lead financial services team, Not Invt Rel, Manage M3 Financial Team, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) NAIFA WI Board Member - 1/1/2022 - 828 John Nolen Drive, Madison, Wisconsin 53713 - Director, Help promote financial services, Not Invt Rel, Industry Advocacy, 5 hrs/mo; 5 hrs/mo (during trading hours). 4.) TLG Advisors Inc - 2/5/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-01 |
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